The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in...
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What Parents Of Children With Disabilities Should Know
Some major things to know when estate planning with a disabled child… Do you have a will or...
#1 Myth Of Asset Protection: Why You Can Lose Assets In A...
The thinking of many physicians around the country, and unfortunately their advisors as well, is...
Leave Assets To A Second Spouse When You Have Children From A...
How do you ensure that both your new spouse and your children from your first marriage receive an...
3 Ways To Estate Plan When Remarried
If you follow some simple steps, you can come up with a plan that meets everyone’s needs. Method 1...
Do You Have A Loved One With Special Needs? Consider A Special...
What is a Special Needs Trust? In general, a trust is created when property or assets are managed...
5 Things You May Not Have Considered Estate Planning When...
In second marriages the complications and challenges created by blended families multiply. Getting...
Why DIY Estate Planning Could Cost You And Your Heirs...
You should not sacrifice great planning for a supposed money-saving deal which likely won’t work...
13 Misconceptions About Nursing Homes And Your Assets
Knowing the truth about the following misconceptions could be highly beneficial and educating on...
Living Trusts Today Don’t Usually Protect Your Assets From...
Most trusts, even irrevocable ones, no longer work to qualify an individual for Medicaid…...